Little Known Facts

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Little Known Parts of Pardot Partner Certification - Gold

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Transcript of Little Known Facts

  • 1. Partner Certification - Gold Little Known Parts of Pardot

2. Site Search Site search can be used to track whatprospects are searching for on your website Pardot Hosted Pardot hosts the site search and a landing page isused to display the results Pardot needs a live XML/HTML sitemap to crawl andfind the pages Third-Party Site Search Pardot integrates with the current site search on yourwebsite Works similarly to a form handler where we will grabthe query and send the prospect to the results page 3. Scoring Rules Allows you to change the default scoring rules inthe Pardot system Located in Administration >> Scoring Rules Any changes in default scoring will retroactivelychange the score for any prospects previouslyhit with a score Could cause a small influx of new leads if assigning basedon score 4. Custom Redirects Allows you to track any link on your website or a thirdparty site (twitter page, banner ad, etc.) When to use Custom Redirects: Banner ads on third party sites Social Sharing Links you dont want to host. Videos are a great example for this Any completion actions are for prospects already in the system,will not retroactively have completion action when they convert 5. Grading Allows you to qualify a lead based on quality rather thanactivity (score) Everyone starts out as a D for their grade Will not be shown until a score has been applied to/against them Criteria set up in Marketing >> Segmentation >>Profiles Criteria can be weighed at 1/3, 2/3, or a full lettergrade Give enough weight to move a prospect from a D toan A if matches numerous criteria Grades can be applied manually in the prospects 6. Completion Actions Allows you to save automation rules for morecomplicated actions Completion actions are available within forms, formhandlers, files, custom redirects, and page actions Completion actions are not retroactive, they will onlyhappen after the action is created Completion actions will not run on visitors Completion actions allow for a rule to occur everytime Only add to score does not (once every 24 hours) 7. Form Field Actions The ability to add a prospect to a list based on a fieldvalue Available for dropdown, checkbox, radio button, ormulti-selects When you list options for the field in admin >>prospect fields, you will see a list icon next to the fieldwhere you choose the list to add the prospect to If a prospect removes this option, it will not removethem from the list 8. Form Field Labels The ability to have an external facing label differentfrom an internal one Available for dropdown, checkbox, radio button, ormulti-selects When you list options for the field in admin >>prospect fields, you will see an A icon next to theinput Type internal name in the left field and external namein the right field 9. Opt-In Tracking To comply with some countries cookie privacy laws,allows you to ask the prospect to opt into tracking Accessed in Administration >> Overview Can be turned on for a region or individual countries Will have a prompt at the top of the screen if a visitorcomes from a selected locale If prospect opts in, they will not be asked unless they cleartheir cookies If prospect opts out, any form completions or trackedemail clicks will still be marked, but page visits will not 10. GoodData Pardot is integrated with GoodData to help youcustomize your reporting capabilities, narrowing inon long-term trends in your marketing efforts Not turned on for account by default, must beactivated by going to Admin >> Connectors Data is updated nightly Custom reports can be made and automaticallyemailed on a time schedule that you select 11. Page Actions Track individual pages on your site if someoneaccesses the page Set the page as a priority page so the activity has itsown activity in the prospects record Have completion actions to run if the prospect hitsthe page Will only run on prospects and will not be retroactive once a visitor converts Tracking code must be on the page you wish tohave a page action 12. Campaign Cohort Report Gives statistical information for each Pardotcampaign beyond the basic campaign report data Gives you a look over a selected period of time tosee how many prospects and opportunities werecreated You can filter the graph by month and drill into campaigns to see how that monthly cohort performs This alternative view on the data makes it easier to visualize if theres seasonality for a campaign, if the effectiveness is increasing/decreasing over time, and more You can also drill into a specific campaign and view its cohort report Accessed in Reports >> Overview and click on thecampaign name 13. Visitor Report by Geography Have the daily visitor filtered to only show a particulargeography Based on the visitors IP address and where the IP isregister to Accessed by going to Email Address (Top Right) >>Edit User Preferences Allows you to have sales reps who get the dailyvisitor report to only see their sales regions and notother reps. 14. End of Course Twelve You have reached the end of the Little KnownParts of Pardot course You will now take a test of what you havelearned. You must score greater than 85% topass this portion of the test Good luck!